See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,584 | $138,044+46.0% | $125,339+60.8% | $134,475+49.9% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -16.03% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,891 | $5,243-6.7% | $4,814+1.6% | $4,740+3.2% |
| Participant deferral / active EE | $12,203 | $7,799+56.5% | $7,446+63.9% | $6,400+90.7% |
| Admin fee / account holder | $6,353 | $11,571-45.1% | $10,010-36.5% | $11,426-44.4% |